TGA Business Services - Financial role presentation

28 April 2015

View this presentation for information on:

  • An overview of the site
  • A client's personal view
  • The site design
  • Financial role specific information

Transcript

Title page

TGA Business Services (previously eBS) - Finance role

Slide 1

TGA Business Services - financial role overview

  • Overview - payment steps
  • Client's personal view
  • Site design
  • Financial role specific information

Slide 2

Overview - payment steps

Dashboard
  • Make a full payment
    • Payment details
      • Payment successful
  • View invoice
    • Part payment
    • Print invoice
  • View all invoices

Slide 3

Client's personal view

An example of the view with all roles

  1. The news feed is custom  for each role
  2. View my organisation
  3. Drafters/Submitters see Work in Progress
  4. Financial users see Invoices
  5. All users see Interaction history

Slide 4

Financial dashboard

In a Financial role, the view will show:

  1. The most recent Invoices
  2. A link to View all invoices
  3. Actions drop down menu, with links to:
    • make a payment
    • view an invoice

Slide 5

View invoice

This screen allows you to:

  1. View a tax invoice
  2. Print a tax invoice
  3. Enter in a full payment or part payment amount

Slide 6

View outstanding invoices

This screen shows:

  • unpaid invoices
  • how many invoices are due

Slide 7

View paid invoices

You can search invoices by:

  1. Search box

Or the following date filters:

  1. Show me
    • Last month
    • Last 3 months
    • Previous financial year
  2. Custom Dates
    • From and To

Slide 8

Making a payment

When making a payment

  1. The Amount, Invoice and Reference are all pre-populated.
  2. You need to enter:
    • Credit card number
    • CCV
    • Expiry date

Slide 9

The future

This is the first upgrade to the system - more improvements are planned.

Disclaimer

* These educational materials are provided by the TGA (a part of the Department of Health) solely for the purpose of providing general education on the TGA regulatory scheme. The materials should not be taken to be a detailed description of the scheme, or advice on the application of the therapeutic goods legislation in particular cases. Nor should they be taken to be statements of policy.

People requiring information or advice on the application of the therapeutic goods legislation in particular cases should make their own enquiries.

Whilst due care has been taken in their preparation, the Department of Health cannot guarantee, and assumes no legal liability or responsibility for the accuracy, currency or completeness of the information contained in these materials.

These materials are based on the scheme as it is in April 2015.

Print version

How to access a pdf or Word document

Presentation: TGA Business Services - Financial role (pdf, 551 KB)